AAPL 蘋果 · Apple

別名

繁中

蘋果

English

Apple

近 30 日相關文章（30）

• Robin Hanson on Prediction Markets, Gambling, and the Future of Forecasting · 2026-05-26 · a16z Podcast
• Apple in spotlight as BofA ups price target on agentic AI boost · 2026-05-26 · Seeking Alpha 市場要聞（免費 RSS）
• An Interview with Joanna Stern About Living With AI · 2026-05-07 · Stratechery by Ben Thompson
• Microsoft Earnings, Apple Earnings · 2026-05-06 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes · 2026-04-30 · Stratechery by Ben Thompson
• AI Hardware, Meta Display, Redefining VR and AR · 2026-04-27 · Stratechery by Ben Thompson
• John Ternus and Apple's Hardware-Defined Future, SpaceXAI and Cursor · 2026-04-22 · Stratechery by Ben Thompson
• Tim Cook's Impeccable Timing · 2026-04-21 · Stratechery by Ben Thompson
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference · 2026-05-14 · Stratechery by Ben Thompson
• The Deployment Company, Back to the 70s, Apple and Intel · 2026-05-13 · Stratechery by Ben Thompson
• Meet OmniVoice Studio: A Local, Open-Source Alternative to ElevenLabs · 2026-05-26 · Marktechpost AI
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference · 2026-05-14 · Stratechery by Ben Thompson
• The Deployment Company, Back to the 70s, Apple and Intel · 2026-05-13 · Stratechery by Ben Thompson
• An Interview with Joanna Stern About Living With AI · 2026-05-07 · Stratechery by Ben Thompson
• Microsoft Earnings, Apple Earnings · 2026-05-06 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes · 2026-04-30 · Stratechery by Ben Thompson
• AI Hardware, Meta Display, Redefining VR and AR · 2026-04-27 · Stratechery by Ben Thompson
• John Ternus and Apple's Hardware-Defined Future, SpaceXAI and Cursor · 2026-04-22 · Stratechery by Ben Thompson
• Tim Cook's Impeccable Timing · 2026-04-21 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• Why AI Isn’t Killing SaaS Yet · 2026-05-25 · a16z Podcast
• Tim Cook's Impeccable Timing · 2026-04-21 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• AI Hardware, Meta Display, Redefining VR and AR · 2026-04-27 · Stratechery by Ben Thompson
• John Ternus and Apple's Hardware-Defined Future, SpaceXAI and Cursor · 2026-04-22 · Stratechery by Ben Thompson
• Microsoft Earnings, Apple Earnings · 2026-05-06 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes · 2026-04-30 · Stratechery by Ben Thompson

歷次 thesis 中的出現

• 2026-05-27
  • 空智慧眼鏡推遲 2027、Siri 未達標，h-001 的 2026 iPhone 換機潮假說核心前提已破，估值溢價承壓
• 2026-05-26
  • 觀察Ternus接班聚焦硬體，iPhone 18 on-device AI換機潮假說2026年為驗證視窗；Siri滯後為當前主要風險
• 2026-05-25
  • 觀察Ternus 接任強化 A 系列移植 Mac 假說，但 App Store AI 分發侵蝕假說未消除，兩個 hypothesis 方向相反，淨影響待釐清。
• 2026-05-24
  • 觀察Ternus 硬體路線確立但 AI 軟體延遲，h-001 換機潮催化劑是否在 iPhone 18 週期兌現需等 2026 Q3 發布會確認。
• 2026-05-23
  • 觀察Ternus接任後AI產品線延遲（智慧眼鏡2027、機器人2028），h-001 iPhone 18差異化護城河假說的2026年驗證窗口關閉前暫不建倉
• 2026-05-22
  • 觀察Ternus 接任後首個硬體決策（MacBook Neo A18 Pro 出貨佔比）決定 h-003 是否在 2026-2027 年獲驗證
• 2026-05-21
  • 觀察Ternus路線確認智慧眼鏡/機器人推遲，h-001護城河時間軸後移至2027-2028年，2026年換機潮假說需等待iPhone 18 AI功能具體公告
• 2026-05-20
  • 觀察Ternus硬體優先策略確立，智慧眼鏡延至2027+、home device延期，on-device AI差異化執行時間軸需重估
• 2026-05-19
  • 觀察Ternus 接任後硬體路線明確，但 on-device AI 時程後移削弱 h-001 換機潮假說，需等待 iPhone 18 發表會驗證
• 2026-05-18
  • 空AI 應用層核心產品線延誤 1-2 年，換機潮假說 h-001 兌現時間向後推移，近期估值溢價缺乏基本面支撐
• 2026-05-17
  • 空智慧眼鏡延至 2027、桌面機器人滑至 2028，apple-ai-integration-moat-or-trap h-001 iPhone 18 護城河假說時間表壓縮，軟體落差具體化
• 2026-05-16
  • 觀察Ternus接班確立硬體執行路線，但晶片與記憶體短缺制約2026換機潮時間軸；h-001兌現條件需供應鏈恢復方可確認
• 2026-05-15
  • 觀察Ternus硬體路線確立但AI模型能力落差持續，iPhone 18換機潮是否由on-device AI驅動將是h-001的首個可驗證節點
• 2026-05-14
  • 觀察Ternus確認硬體路線但智慧眼鏡/機器人延遲2-3年，h-001換機潮時間軸右移，待iPhone 18實際出貨數據驗證
• 2026-05-13
  • 觀察Ternus 接任確立硬體路線支持 h-003，但 App Store 護城河侵蝕（h-002）未解，兩個假說方向相反，等待 iPhone 18 週期換機數據再行定奪。
• 2026-05-12
  • 觀察Ternus 接班後智慧眼鏡與智慧家居出貨時間表為 h-001 量化 falsifier，2026 iPhone 18 換機率是多空分水嶺
• 2026-05-11
  • 空Ternus 接任後智慧眼鏡推至 2027、AI Siri 落後，h-001 iPhone 18 換機潮假說破，缺乏 2026 新品催化劑
• 2026-05-10
  • 觀察Ternus接班確認硬體優先路線，但AI軟體落後導致apple-ai-integration-moat-or-trap h-001換機潮催化劑時間點不確定，需等待iPhone 18週期具體AI功能公告
• 2026-05-09
  • 觀察Ternus路線確立為硬體執行優先，需等iPhone 18 A18 Pro on-device AI實際功能規格才能重評h-001換機潮假說
• 2026-05-08
  • 觀察Ternus 主導硬體路線使 AI 產品線延期，h-001 換機潮時程須等 2027 產品發表確認再重新評估
• 2026-04-30
  • 觀察Ternus 路線確認 AI 硬體延後，h-001 iPhone 18 換機潮假說觸發條件延至 2027 後，需等 Siri 下一代能力里程碑
• 2026-04-29
  • 觀察Ternus接班強化硬體線但AI功能節奏保守，apple-ai-integration-moat-or-trap的h-001與h-003方向相反，需等待iPhone 18發布規格確認護城河強弱
• 2026-04-28
  • 觀察Ternus接任後AI硬體（眼鏡/家用設備）時程延至2027-2028，2026年on-device AI換機潮催化劑弱化
• 2026-04-27
  • 觀察Ternus 接班後硬體優先路線明確，on-device AI 護城河假說 h-001 的驗證視窗為 iPhone 18 週期，現階段結論尚未可下
• 2026-04-26
  • 觀察Ternus 接班確認 on-device AI 路線，但 App Store h-002 侵蝕風險與 AI 功能進度落後競爭對手的兩面壓力尚未定論
• 2026-04-25
  • 觀察Ternus 接班路線確認硬體優先，ai-integration-moat h-001 的隱私監管催化劑需 iPhone 18 發布才能驗證，現階段重配條件未達
• 2026-04-24
  • 觀察John Ternus接任後硬體差異化路線是否強化on-device AI護城河假說，待iPhone 18週期換機率數據驗證apple-ai-integration-moat-or-trap h-001。
• 2026-04-16
  • 觀察MacBook Neo出貨佔比與App Store AI類別佣金成長率是h-002/h-003兩大假說的量化驗證窗口